Merrill Lynch Financial Advisor Justin Lemish
4281 Esplanade Place, Flower Mound, TX 75028
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
4281 Esplanade Pl Suite 300, Flower Mound, TX 75028, United States
About the Business
Merrill Lynch Financial Advisor Justin Lemish is a finance institution located at 4281 Esplanade Place in Flower Mound, Texas, United States. Justin has been a Financial Professional since 2013, specializing in providing a comprehensive approach to wealth management. He listens to clients' goals and objectives to develop a financial strategy tailored to help them reach those goals. With the investment insights of Merrill Lynch Wealth Management and the banking resources of Bank of America, Justin can address every aspect of a client's financial situation.
Justin is passionate about helping clients achieve financial security so they can spend time with family, friends, and doing what they love. He also focuses on assisting small and medium businesses in providing employee benefits. Justin holds the Certified Plan Fiduciary Advisor, CPFA designation, and has the insight and experience to help business owners provide retirement strategies for employees by offering access to the firm's fiduciary advisory services.
Justin graduated Magna Cum Laude from Tarleton State University with a degree in Finance, where he met his wife, Alex. Together, they live in Justin, TX with their six pets and baby boy Trent. Justin is an avid fan of the Dallas Cowboys and Texas Rangers, and he continues to support his alma mater, Tarleton State Texans, as a member of the alumni association. Justin serves on the Board of Directors for the Champions Rotary Club of Justin, TX, and the Sigma Chi Kappa Xi Chapter Housing Corporation.
At Merrill Lynch Wealth Management, Justin's focus is on helping clients achieve their financial goals by providing personalized plans centered on their aspirations and priorities. He believes in a financial approach that is built around clients' life priorities and offers advice to help them address fluctuations in the market and changes in their lives. Whether planning for retirement, saving for a home, funding a child's education, or passing wealth to future generations, Justin works with clients to develop an approach designed to meet their financial needs.
With access to the investment insights of Merrill and banking solutions from Bank of America, Justin helps clients manage, grow, and preserve their wealth while considering the impact it can have for years to come. By staying connected with clients and discussing changes in their lives and financial goals, Justin aims to help them stay on track to achieve what matters most to them.
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